See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,520 | $165,335-51.9% | $149,696-46.9% | $158,922-50.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.17% | 348.15%-311.0pp | 276.60%-239.4pp | 302.83%-265.7pp |
| Employer contribution / active EE | $2,015 | $5,103-60.5% | $4,644-56.6% | $4,761-57.7% |
| Participant deferral / active EE | $2,597 | $7,181-63.8% | $6,842-62.0% | $5,982-56.6% |
| Admin fee / account holder | $1,903 | $10,807-82.4% | $9,309-79.6% | $11,246-83.1% |